As all funds have issued their Q4 reports of 2008, we hereby make a comparison of funds heavyweights holding of the auto & accessories sector between Q3 and Q4 in 2008. Our Analysis: 1. Generally, funds were not optimistic in auto & accessories sector, and heavyweight allocation of funds in Q4 2008 suffered a month-on-month decline. The whole industry retreated, whereas heavyweights of funds performed mixed. From October 6 to December 31, 2008, the sector accumulatively tumbled by 17.19%. Of the seven heavyweight funds, Guizhou Guihang Automotive Components (600523) hiked by 29.26%, with Chongqing Zongshen Power Machinery (001696) by 13.58% and Faw Car (000800) by 5.59%; whereas SAIC Motor (600104), Zhengzhou Yutong Bus (600066), Fuyao Group Glass Industries (600660) and CNHTC Jinan Truck (000951) declined by 21.41%, 26.11%, 35.17% and 39.86% respectivelyUseMoney=4]
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- 932835_Analysis on Fund Heavyweights Change in Auto & Accessories Sector-20090201.pdf
- 932835_Analysis on Funds Holding of Military Heavyweights in Q4 2008-20090201.pdf
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[此贴子已经被作者于2009-2-2 14:14:21编辑过]